Bison Wealth, LLC First Tr Small Cap Core Alphad Transaction History
Bison Wealth, LLC
- $383 Million
- Q4 2024
A detailed history of Bison Wealth, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Bison Wealth, LLC holds 2,949 shares of FYX stock, worth $269,509. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,949
Previous 3,045
3.15%
Holding current value
$269,509
Previous $303,000
1.65%
% of portfolio
0.08%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding FYX
# of Institutions
177Shares Held
6.92MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY803KShares$73.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$58.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC595KShares$54.3 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL444KShares$40.6 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC427KShares$39.1 Million0.0% of portfolio